SBI Bluechip Fund Regular Growth

• Alpha -0.35%
• Beta 1.01
• Sharpe Ratio0.51
• Std Deviation 12.89%
• Tracking Error 3.72%

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of large cap equity stocks (as specified by SEBI/AMFI from time to time).

The SBI Bluechip Fund Regular Growth has an AUM of 49394.17 crores & has delivered CAGR of 22.96% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.50%. The minimum investment in SBI Bluechip Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Treps & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Construction Services & Oil & Gas Operations.

Some of the similar funds are ICICI Prudential Bluechip Fund Growth, Nippon India Large Cap Fund - Growth, HDFC Large Cap Fund Growth, SBI Bluechip Fund Regular Growth, Mirae Asset Large Cap Fund Regular Growth. SBI Bluechip Fund Regular Growth has a sharpe ratio of 0.51 & a standard deviation of 12.89%.